Managing Document Review

CaseFleet helps you to organize and manage your document review by assigning sources to different reviewers and tracking the review status of each document.

Assigning Reviewers and Setting Review Status

To get started, visit the Sources tab in one of your cases. From here, you can create new sources/documents and edit existing sources. When you're editing or creating a source, simply click on the Reviewer and Review Complete fields to choose a reviewer and set the status. By default, sources will not be assigned to a reviewer and will have a status of Not Started. It's easy to update these values in the form.

To learn how to edit the reviewer and status fields for multiple sources at once, check out our support article on Bulk Editing Sources.